Catapult
TodayCompaniesOnboardingTasksSettings

Settings

Tune the rules that drive the whole CRM

Automation

Rules that drive auto-created check-in reminders
Reminder lead time

How many days before a check-in is due should the task appear on the dashboard?

days before due
Reminder title prefix

The auto-generated task title will be this prefix plus the company name. Example: "Book check in with Legion Pest Control"

Exclude stages from auto-reminders

Companies in these stages will not get automatic check-in tasks. Manual tasks still work.

Default "Delay" button days

How many days forward the task row "Delay" button moves a task.

days

Check-in cadence

Tenure-based rule. Saving applies to every customer immediately.

Leave Until day blank on the final tier so it applies to every customer past the previous tier. Changes take effect on the next page load for all companies.

Data completeness

Missing fields reduce what the CRM can do automatically
Start date
73%
8 missing · cadence
MRR
57%
13 missing · revenue
Owner
77%
7 missing · accountability
Website
83%
5 missing · email match
Location
83%
5 missing · context

Checklist templates

36 items across all stages · edits apply to new companies
Onboarding18 items
  • 5.Privacy Agreement signed
  • 5.Privacy Agreement signed
  • 10.Kickoff call scheduled
  • 10.Kickoff call scheduled
  • 20.Twilio phone numbers requested
  • 20.Twilio phone numbers requested
  • 30.A2P brand registered
  • 30.A2P brand registered
  • 40.A2P campaign submitted
  • 40.A2P campaign submitted
  • 50.A2P campaign approved
  • 50.A2P campaign approved
  • 60.Initial automation built
  • 60.Initial automation built
  • 70.Training call complete
  • 70.Training call complete
  • 80.Go-live confirmed
  • 80.Go-live confirmed
Trial8 items
  • 10.Trial start date set
  • 10.Trial start date set
  • 20.Mid-trial check-in complete
  • 20.Mid-trial check-in complete
  • 30.Pre-conversion call scheduled
  • 30.Pre-conversion call scheduled
  • 40.Conversion decision logged
  • 40.Conversion decision logged
Active4 items
  • 10.QBR scheduled
  • 10.QBR scheduled
  • 20.Health check complete
  • 20.Health check complete
At risk6 items
  • 10.Root cause documented
  • 10.Root cause documented
  • 20.Recovery plan shared with customer
  • 20.Recovery plan shared with customer
  • 30.Internal escalation considered
  • 30.Internal escalation considered
Not Active0 items